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Keeley Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Keeley Asset Management’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-238,480
Closed -$6.93M – 405
2014
Q2 		$6.93M Sell
238,480
-1,410,850
-86% -$37.3M 0.12% 147
2014
Q1 		$38.3M Sell
1,649,330
-135,000
-8% -$3.12M 0.66% 66
2013
Q4 		$42.4M Sell
1,784,330
-91,520
-5% -$1.97M 0.72% 59
2013
Q3 		$34.5M Sell
1,875,850
-283,150
-13% -$4.89M 0.64% 70
2013
Q2 		$35M Buy
+2,159,000
New +$35.9M 0.69% 65

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Keeley Asset Management's UHAL Position: Q3 2014 in Review

Keeley Asset Management sold out of U-Haul Holding Co (UHAL) in Q3 2014, closing a stake of 238,480 shares — an estimated $6.93M sold.

Keeley Asset Management first reported a position in UHAL in Q2 2013 and held it in 5 quarters. The position peaked at $42.4M in Q4 2013. 163 funds tracked by Wall St. Rank hold UHAL as of Q3 2014.

  • Keeley Asset Management reported no remaining U-Haul Holding Co position as of Q3 2014 after selling out during the quarter.
  • Keeley Asset Management sold 238,480 U-Haul Holding Co shares in Q3 2014, an estimated $6.93M.
  • Keeley Asset Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 5 quarters.
  • Keeley Asset Management's U-Haul Holding Co position peaked at $42.4M in Q4 2013.
  • 163 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2014.

Based on Keeley Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.